03/10/2026 – In this episode, Nationwide’s Chief Economist Kathy Bostjancic and Chief Investment Officer Chris Graham discuss how the conflict in Iran is shaping the U.S. economy, global financial markets, and expectations for Federal Reserve policy. They also consider the broader ripple effects geopolitical events can have across asset classes and sectors.

For advisors, objective context around these developments can help frame client discussions on market moves and economic data. Understanding how geopolitical shocks interact with the broader economic backdrop can support steady, informed guidance during uncertain periods.

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Author

Kathy Bostjancic headshot

Kathy Bostjancic

Chief Economist

Kathy Bostjancic is Senior Vice President and Chief Economist for Nationwide Mutual.

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The information provided by Nationwide Economics is general in nature and not intended as investment or economic advice, or a recommendation to buy or sell any security or adopt any investment strategy.

Additionally, it does not take into account any specific investment objectives, tax and financial condition or particular needs of any specific person. The economic and market forecasts reflect our opinion as of the date of this report and are subject to change without notice. These forecasts show a broad range of possible outcomes. Because they are subject to high levels of uncertainty, they will not reflect actual performance. We obtained certain information from sources deemed reliable, but we do not guarantee its accuracy, completeness or fairness.